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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $43,483 |
MSPC4 years Filed as: MSPC CERTIFIED PUBLIC ACCOUNTANTS Service code 10 · EIN 22-2951202 | Accounting | $13,000 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5694085 26 CENTURY HILL DRIVE · LATHAM, NY 12110 | Advisory (Plan) | $12,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,624 | $82,979+47.8% | $102,412+19.7% | $77,736+57.7% |
| Participation rate | 49.9% | 71.5%-21.6pp | 74.5%-24.6pp | 70.6%-20.7pp |
| Annual return | 10.96% | 19.11%-8.2pp | 24.94%-14.0pp | 31.26%-20.3pp |
| Employer contribution / active EE | $6,823 | $3,554+92.0% | $3,870+76.3% | $2,728+150.1% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $247 | $639-61.3% | $8,388-97.1% | $433-43.0% |